TrueBooks

As first-time filers using TrueBooks for our very first investment property, we couldn?t have asked for a better experience. The entire TrueBooks team demonstrated exceptional knowledge and expertise in real estate tax strategy?something that?s hard to find at the reasonable price point they offer. From day one, the team was extremely responsive and made time to meet with us even during peak tax season. They guided us through every step and requested documents through their super user-friendly online porta

This was my first time using TrueBooks, and I couldn?t be more impressed! As a freelance designer, taxes can be overwhelming, but their team made the process seamless. They were incredibly responsive and helpful, especially when we encountered a mistake. In the end, they took the time to walk me through everything over a call before filing, ensuring I felt confident and informed. I highly recommend TrueBooks to any freelancer or small business owner looking for reliable tax professionals.

Wow! I am so glad I found Truebooks! Needed a bookkeeper ASAP. Went through a few different bookkeepers, and the other ones were not great. Truebooks was professional, fast and extremely detailed oriented. Stella was a pleasure to work with, and she got my books done for me exactly the way I needed them. They did a cleanup for me for my prior year and they?re currently doing my Books going forward and they have been amazing. If you?re looking for a first class bookkeeping service, Stella and her team are fa

Stella is an absolute game-changer when it comes to bookkeeping services. Her expertise and attention to detail have completely transformed our bookkeeping and business operations. She not only cleaned up our books but also took the time to educate me along the way, making the financial side of things so much clearer. Her follow-up is impeccable, and she?s always on top of everything. If you?re looking for a knowledgeable, reliable, and dedicated bookkeeper, Stella Sherwood is highly recommended!

The TrueBooks team has been absolutely fantastic to work with and they understand the nuances of real estate and complex tax issues. I have worked with several accounting firms prior to them and can't recommend them enough!

Have been working with TrueBooks since 2022. They do my bookkeeping, taxes, and have used them for tax strategy. Such a great team. Stella is a rockstar, Matt is a gangster, and the rest of the team is great is well. I will be continuing to use their services and have been very pleased.

My bookkeeper, Stella and all the folks at Truebooks have been amazing at helping me get organized, straightening out my Quickbooks, advising, and getting me ready to submit my 2024 taxes. They are very responsive and knowledgeable! Thanks Truebooks!

I?ll start off by saying I?m a loyal client of Truebooks. As a real estate investor, for years I listened to podcasts, read books, and watched YouTube videos about tax strategies that real estate could provide. Before I was a client of Truebooks my wife and I would ask various accountants about things we had heard or read about and it always felt like we were being dismissed. Finally we were introduced to Matt and his team at Truebooks and we knew right away they were going to help us achieve some of our fi

Great company! Just the "office hours" service alone has been invaluable to me to get better educated on taxes. The knowledge TrueBooks has specifically on real estate investments and taxes is outstanding! Definitely recommend!

I cannot recommend Stella highly enough! She stepped in on incredibly short notice and managed to settle our accounts with impressive speed and accuracy. Her professionalism, attention to detail, and ability to navigate complex financials under tight deadlines were truly exceptional. Stella not only delivered results but also made the entire process stress-free with her clear communication and expertise. If you?re looking for a reliable and skilled bookkeeper, look no further. Five stars all the way!

This was our first year using the TrueBooks team and I can't say anything but great things! Jerry and Steven have been wonderful with their communication and always make themselves available for questions. Since switching to their services I've been educated to better understand the tax code and know both our personal and business tax maters are in good hands!

Stella and her team provide wonderful service. She is always happy to take the time to help us through any questions we have. I highly recommend using TrueBooks and their services as they are top notch.

Less than satisfied with my former CPA, I heard about TrueBooks through another platform. After several interactions with the team at TrueBooks, I felt they understood my particular situation and would serve me well. Several months later, I have not been disappointed. Jerry has been available to answer my questions in a timely manner. I would recommend TrueBooks to anyone seeking professional tax filing and advice.

I?ve had such a great experience working with TrueBooks! Will definitely be working with them in the future!

Unfortunately can?t recommend. The tax prep itself was okay. Service and care has declined over the past 3-4 years I have used them. I got a new CPA each year so very hard to create relationship. The strategy calls had no follow up to the questions I had about entity structure and partnerships. Good for tax prep for small businesses, but not if you want detailed thought and strategy put into tax law and asset protection. They don?t give explanation or options for depreciation schedules or creative solutions

I have been working with TrueBooks for 2 years now and they are the best. Very easy to work with, they ensure I am on top of my taxes and bookkeeping. Stella Sherwood is the accountant in charge of my LLC, and she is amazing. She is always available to answer questions and I would recommend her and her accounting services to anyone

I recently had the pleasure of working with Stella from Truebooks, and I cannot recommend her highly enough. Her efficiency and exceptional communication made the entire process a breeze. I initially struggled with disorganized books, a lack of clarity in my profit and loss statements, and the unfortunate mingling of my business and personal accounts. Stella quickly grasped my needs and provided me with a structured approach to tackle my tax issues. Fast forward a month and a half, and she has transformed m

I can't express enough how grateful I am for the exceptional service provided by TrueBooks. I was in a bind, needing to file multiple years of returns, and they exceeded all my expectations. From the moment I started working with them, the staff was professional, knowledgeable, and incredibly supportive. They guided me through the entire process with expertise and patience, making what could have been a daunting task surprisingly manageable. Their attention to detail and commitment to customer satisfaction

The TrueBooks team has been incredible in helping our business with not only bookkeeping, but tax prep and tax strategy. We view TB as a valuable partner in our business and recommend them strongly. Thank you Matt, Jerry, Stella, Steven... I can keep going on!

Matt, Stella, and the entire team at Trubooks have been outstanding in alleviating my stress by seamlessly managing my bookkeeping. Their collaborative approach has not only freed up my time but also given me a deeper understanding of my business, enabling me to make more informed and strategic decisions. The comprehensive services they offer have played a key role in helping my business grow sustainably, allowing me to focus on delivering exceptional service to our clients. I highly recommend Trubooks for

Stella at TrueBooks has been the biggest help with our small business! She is always on her A game, friendly, and easy to communicate with. I really appreciate that she stays on top of our accounting because as a business owner there is always something to do. She is super smart and always has a solution for any problem we have encountered as well, highly recommend!

Steven at TrueBooks has been an absolute awesome CPA to work with! He prepared 2 business S corp tax filings and a personal 1040 before the April 15th deadline. From the start he's been incredibly informative and patient, walking us through every tax detail with clarity and expertise. Not only did Steven and Jerry provide top-notch advice that saved us money, but his quick responses and excellent communication skills made the entire process a breeze. We never felt left in the dark or waiting for answers an

Great Service that allowed me to focus more of my time on my business. The website is very user friendly on the desktop and mobile app. The consultants were also very friendly and super responsive to all of our question! Definitely using TrueBooks services for future tax filings!!!

Been working with Truebooks for awhile now and so happy with them ?? not just top notch professionals but also have a personal touch and become part of the team

We have been using Truebook?s Morgan Allen for all of our bookkeeping needs for just about 2 years now. We couldn?t recommend her and her team more. Great service, and super affordable pricing! I have owned 2 separate $10+ revenue companies and my biggest struggle was always keeping my books to a real time state, which would hinder my ability to have proper strategic conversations with my CPAs and partners. In two years with Morgan, my books have always been up to date by the 10th of the following month (

Great experience with Truebooks and Stella! They make accounting for my business easy. They have a portal that is very user friendly and the team is very responsive to my emails. I highly recommend them!

Love Truebooks! Our tax situation got too complicated for me and my husband to handle our selves. I join their bi-weekly calls and find it super useful and informative and I feel like I have the tools to scale my short term rental business.The entire team is super friendly and patient. I look forward to using them for years to come!

Truebooks does all my accounting, tax planning and preparation. Stella keeps my books tight every month, which allows me to tax plan and strategize for the year. I highly recommend stella, matt, and team for all your tax and accounting needs!

TrueBooks is awesome. They?ve been helping with my taxes the last few years. They?re professional, knowledgeable, and helpful especially for people have real estate investments. I highly recommend this firm for your tax needs.

Jerry Rubino and the team at TrueBooks did a fantastic job this year on my taxes. Everything was done in a thorough yet efficient manner. Any questions that I had were answered quickly by the team. I personally recommend to anyone looking for help with professional tax services.

TrueBooks are the best at getting your taxes done! They are very professional and they answer your questions super super quick. Very thorough! Will definitely continue to use their sevice!

Matt at TrueBooks has been awesome to work with. He is very knowledgeable and responsive. He has been very helpful and patient with my many questions. My favorite part about working with TrueBooks is the help with strategy. I was really looking for a CPA to help as far as strategy especially when it comes to Real Estate investing. It is crucial my tax returns are done correctly in order for me to continue investing. I appreciate their help and will continue to work with them!

TrueBooks is an amazing company. They are professionals, knowledgeable about taxation, and customer focused. I worked with Gideon, Jerry, and Matt and the service is unparalleled. I recommend other Real Estate Investors to check them out.

If you have short term rentals you need to use TrueBooks. Matt and his team know the tax code when it comes to STRs. The past 2 years I?ve paid in $0. Before Truebooks I was paying well over $10,000. Thank you TrueBooks!!

Jerry from TrueBooks have been so gracious with his time and expertise to help develop a tax strategy for high W2 earners and responds promptly. Excited to implement strategies like bonus depreciation with short-term rentals, side-business deductions, and possibly private foundation charities!

From top to bottom, Truebooks CPA is top of the line. Regardless of the size of your business, you have a direct point of contact all the way through. Matt, Crystle, Jerry, and the entire team are true pros!! Highly recommended.

I can't express enough how pleased I am with TrueBooks CPA! Their team has been a game-changer for my financial needs. From the moment I started working with them, I felt like they truly cared about my financial success. Their expertise in CPA services is second to none, and they've consistently gone above and beyond to ensure my financial matters are in perfect order. TrueBooks CPA has not only saved me time but also helped me save money through their strategic financial planning and tax optimization serv

I'm currently using TrueBooks for their financial advisory services and tax filing. Their online platform is easy to use, and their financial guidance has had a big impact on my real estate investing business. Highly recommend.

TrueBooks Is really the best of the best. They are super knowledgeable in all areas of tax strategy. If I wouldn't have found them before tax season my tax bill would have been through the roof! HIGHLY RECOMMEND!! A+++

Best CPA firm I?ve ever worked with, hands down! My experience with TrueBooks has been a great one. They do my book keeping and taxes every year which allows me to focus my time on continuing to build my businesses. The knowledge that Matt and his team have has been monumental in my success. I would recommend them to anyone.

After plenty of CPA?s and tax firms I found truebooks and they absolutely earned a five star review this tax season. Truebooks handled my above average tax return with ease. I firmly believe they got me the maximum refund.

Using TrueBooks was one of the best experiences I?ve ever had. The knowledge and experience provided is unmatched. The entire team provided a streamlined and stress free experience. Will be using them from now on. Highly recommend!

Stellar experience! Matt has saved me tens of thousands in taxes and has helped me strategically plan for the upcoming calendar year every year that I've been working with TrueBooks. Highly recommended for business owners and real estate professionals

From the very beginning, my journey with True Books CPA was marred by communication challenges. I submitted all my paperwork, yet was informed of an ambiguous backlog with no concrete timeline for resolution. My case was eventually assigned to Glen, who, unfortunately, never seemed to fulfill any of his promises. Their dedicated messaging portal, designed to facilitate communication, turned out to be a source of frustration due to the glaring lack of timely responses. Trying to bridge this communication ga

My wife and I operate a real estate flipping and rental business. Having TrueBooks as our CPA firm is crucial to our success. I've been entrusting them with our taxes for a few years now, and they continue to deliver. TrueBooks has really become an extension of our business team.

Best real estate / business owner / professional / investor / executive level tax strategy and coaching and CPA you can find in Vegas, or anywhere for that matter. Taxes are universal and can be done remotely. Great staff, great attention, and most of all - great results. Highly recommend Matt and his staff for your high level tax needs.

Switching to TrueBooks has been the best decision I've made for my businesses. They have saved me so much time and money. They are thorough, responsive, and diligent. I use them to manage my books and handle my personal and business tax returns. I highly recommend!

My wife and I were looking for new tax professionals and could not have chosen a better company. I?m close to clueless when it comes to this stuff and the people at TrueBooks walked me through each step I needed to handle and took care of everything else. Afterwards we got a clear review of what our deductions were and how TrueBooks was able to save us money. If you?re in the market put these folks at the top of your list.

Matt is amazing. He has been guiding me and my start-up business from its inception. His strengths are his interpersonal skills, teaching ability (taxes are hard and don?t make sense to me!), and confidence in the process. I trust him completely to provide me the best possible outcomes in my current situation, and I know that my business will succeed long term. Don?t pass on Matt and TrueBooks - they?re amazing!

As a business owner and real estate investor it is crucial to have your taxes and accounting done correctly. Working with Matt and his team for the past 4 years, I am highly satisfied. I would recommend them to anyone, especially if you are a business owner! Thank you to the whole team!!

Matt is super responsive and he is really knowledgeable about real estate taxes. As a real estate investor I was really interested in 1031 exchanges and ways to reduce and/or eliminate my taxes from my rental income. Matt was able to answer all of my questions and give me tax saving strategies. Highly recommend!

Matt and the Truebooks team are phenomenal. They always have answers to all of my tax related questions. Running a small business can be daunting when it comes to taxes but having a CPA firm that understands my business is essential to protecting my business. If you're looking for a CPA firm that you can trust, I highly recommend TrueBooks.

I have worked with Jerry at True Books for years. He exhibits the utmost professionalism and is genuinely interested in getting the best refund for me and my family. I?d give 10 stars if I could

Stella was great! Answered my question and showed me how to do it on my own. She even took the time to answer a few additional questions! Thanks a ton!

Overall, a very positive experience. Matt and Chris did a phenomenal job at understanding my unique/particular situation (expat, international taxes, etc.), and were exceptionally creative at their approach to resolving it. Furthermore, they were quite quick to respond whenever I had a question. In the end, I would recommend them without hesitation.

TrueBooks CPA people are amazing! Truly know what they?re doing when it comes to all your tax needs! They are also so nice, helpful and get back to you in a timely manner even when it?s busy tax season! They genuinely care about me as a client and I think that?s a really important thing when someone is dealing with your finances.They took the time to answer all my questions (even though some were obvious and maybe dumb) I just wanted to get clarification and they never made me feel like my questions were s

I can?t say enough great things about TrueBooks. They know their stuff, they have amazing customer service and I wouldn?t trust my taxes with anyone else! If you are looking for a great accountant definitely reach out, you won?t be disappointed!

never received my free risk assessment.

Matt and his team are hands down the best and most knowledgeable CPA?s I have had the pleasure of working with. They specialize in business and real estate taxes and much more. A pleasure to work with

A+ service, communication, and execution. Will be using them for the foreseeable future and will be recommending them to anyone who asks. Thank you TrueBooks!

Absolutely amazing company to work with! Always so efficient and detailed! Will continue to recommend

I love working with the Team at Truebooks!! They are very responsive and they treat their clients like friends and family!

I appreciated the experience and they were very straight forward. Definitely recommend!

Very professional firm. They handled an issue with the IRS for my company with ease! Looking forward to continuing to work with you guys.

Truebooks comes highly recommended, and with good reason. They're very communicative and they get the job done :)

Great accounting team - for both self-employed and employed folks; Great attention to every detail, asset and expense that can help.

These guys know their stuff! Top performing CPAs I know.

10/10 Would recommend to anyone!

Very professional and knowledgeable.